Position in BA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,996,036
-$491,095 QoQ
Shares Held
18,460
-18.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#648
of 2,613 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026D L CARLSON INVESTMENT GROUP INC holds $20,115,322 across 4 Aerospace & Defense names. BA ranks #3 (19.9% of the industry book) .
All Filings in BA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,996,036 | 18,460 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,487,131 | 22,545 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,782,936 | 22,029 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,681,843 | 17,059 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,511,845 | 11,988 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,901,842 | 22,878 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,171,536 | 23,568 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $351,060 | 2,309 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $420,261 | 2,309 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $445,613 | 2,309 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,483,091 | 17,199 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $7,284,990 | 38,006 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $7,940,882 | 37,606 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,462,425 | 25,714 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $5,385,342 | 28,271 | Shares | Sole | 2023-02-13 | |
| 2021-03-31 | $8,338,768 | 32,737 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,349,271 | 20,318 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,741,970 | 28,694 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,033,065 | 16,547 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||